+1,022.8%
NBIS vs XYL
-18.0%
+1,040.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -1.9% | -1.8% |
| 7D | -0.8% | +1.2% | -2.0% | -1.5% |
| 30D | -13.4% | -11.9% | -1.4% | -5.3% |
| 3M | +1.0% | -1.5% | +2.6% | -4.2% |
| 6M | +100.5% | -11.9% | +112.4% | +113.7% |
| YTD | +168.3% | -20.6% | +188.8% | +218.1% |
| 1Y | +151.8% | -23.5% | +175.3% | +215.0% |
| All | +1,022.8% | -18.0% | +1,040.8% | +1,095.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded XYL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling